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Turnkey Dynamic Asset Allocation Programs
Our turnkey asset management solutions are designed to free investment professionals from the burden of investment selection and monitoring, and allow them to efficiently offer discretionary, fee-based investment advisory services that are managed by a team of experienced investment analysts.
These programs include:
The Freemark Series of Portfolios
The Freemark SeriesSM of Portfolios were designed to provide individual investors and institutions with access to dynamic investment management programs. Each series consists of five model portfolios with objectives that range from conservative to aggressive. Client assets are diversified among a mix of asset classes in line with the recommendations of LAC's Asset Allocation Neural Network and our Investment Committee. The portfolios are monitored continuously and reallocated proactively in anticipation of potential market opportunities and in an attempt to reduce exposure to declining markets.
Learn more:
- About The Freemark SeriesSM of Portfolios
The neuralvision Portfolios
The neuralvision® program features a series of four diversified mutual fund portfolios created specifically for §401(k) plan participants.
neuralvision® is a proactive asset allocation program that seeks to maximize returns while attempting to reduce risk. Day-to-day investment decisions are determined by professional money managers who use advanced artificial intelligence technology to forecast global market conditions and position assets strategically among the various market sectors.
With neuralvision®, client portfolios are monitored and evaluated on a continual basis and adjustments are made as necessary in an effort to keep the participants in the investment plan on track.
neuralvision® provides for broad product access within a single platform.
Learn more:
- About the neuralvision® portfolios
The Managed Income Portfolio
Legend Advisory Corporations Managed Income Portfolio is designed to offer retirees a comprehensive and flexible solution for investing and distributing their retirement assets. The portfolio is diversified and proactively managed by a team of professionals in a program that seeks to produce a reliable income stream while trying to strike a balance between growth and risk.
The Managed Income Portfolio offers several features that may provide a financial solution throughout your retirement years.
Learn more:
- About the
Managed Income portfolio
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